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Golub Capital BDC
GBDC

Overview Fund Activity

167 hedge funds and large institutions have $797M invested in Golub Capital BDC in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
26
Increased
59
Reduced
48
Closed
17
Calls
$294K
Puts
$1.88M
Net Calls
-$1.59M
Net Calls Change
-$2.34M

Top Buyers

1
SO
STRS Ohio
Ohio
+$291M
2
SWPG
Strategic Wealth Partners Group
Illinois
+$33.1M
3
SI
Stephens Inc
Arkansas
+$16.6M
4
RC
RegentAtlantic Capital
New Jersey
+$15.5M
5
ZCA
Zeke Capital Advisors
Pennsylvania
+$11.2M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.26M
2
AIM
Anchor Investment Management
South Carolina
-$3.17M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.83M
4
AL
Arnhold LLC
New York
-$1.74M
5
AM
Ares Management
California
-$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
101
Oxford Asset Management
United Kingdom
$448K -$118K -6,394 -21%
TG
102
TCW Group
California
$435K – – –
DTL
103
Dynamic Technology Lab
Singapore
$417K +$417K +22,610 New
DIM
104
DC Investments Management
Virginia
$410K +$113K +6,118 +38%
RFN
105
RDA Financial Network
Iowa
$387K +$107K +6,020 +38%
WJWM
106
Williams Jones Wealth Management
New York
$349K +$349K +18,889 New
EWM
107
Evercore Wealth Management
New York
$347K – – –
LPL Financial
108
LPL Financial
California
$329K +$2.14K +116 +0.7%
Lido Advisors
109
Lido Advisors
California
$298K – – –
PSUF
110
People's United Financial
Connecticut
$296K -$51.7K -2,804 -15%
KFA
111
Kelleher Financial Advisors
New York
$293K – – –
SFSIG
112
San Francisco Sentry Investment Group
California
$292K – – –
EAM
113
Evanson Asset Management
California
$292K – – –
CMANY
114
Capital Management Associates (New York)
New York
$284K – – –
WSC
115
Wellington Shields & Co
New York
$284K +$284K +15,417 New
AIM
116
Allen Investment Management
New York
$281K – – –
MHS
117
M Holdings Securities
Oregon
$270K -$13K -705 -5%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$262K -$9.4K -510 -3%
IA
119
IFG Advisory
Georgia
$255K +$20.2K +1,099 +9%
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$245K -$56.5K -3,063 -19%
MFG
121
Magnus Financial Group
New York
$245K – – –
WP
122
WealthSource Partners
California
$236K -$9.41K -510 -4%
SPC
123
Sigma Planning Corp
Michigan
$210K -$11.3K -612 -5%
Victory Capital Management
124
Victory Capital Management
Texas
$206K +$206K +11,139 New
KPW
125
Kore Private Wealth
New York
$205K – – –
3 4
5
6 7